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Taoufik Chiadmi

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CRD#: 2390870
TC

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Taoufik Chiadmi, who also goes by Alex Chiadmi, was a registered financial professional .

Taoufik is a previously registered financial professional and started their career in finance in 1993. Taoufik had worked at 4 firms and has passed the Series 63 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Alex Chiadmi

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

July 8, 1996 - October 26, 1999

MERIT CAPITAL ASSOCIATES, INC.

BD
CRD#: 30576
WESTPORT, CT
Past

March 15, 1995 - February 28, 1996

PARAGON CAPITAL MARKETS, INC.

BD
CRD#: 18555
EAST HANOVER, NJ
Past

January 5, 1994 - March 25, 1994

AMERICORP SECURITIES, INC.

BD
CRD#: 30405
NEW YORK, NY
Past

October 22, 1993 - December 17, 1993

CHATFIELD DEAN & CO., INC.

BD
CRD#: 14714
GREENWOOD VILLAGE, CO

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 10/22/1993
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


MC
MERIT CAPITAL ASSOCIATES, INC.
MERIT CAPITAL ASSOCIATES, INC.

CRD#: 30576 / SEC#: , 8-45013

BD
Terminated by SEC on 02/09/2002
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Contact information


Main Address
Mailing Address
Phone number
Established
Connecticut since 07/16/1992
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
NEWTON, RUSSELL WILLIAMCHAIRMAN & CFO1033369
RYAN, BRUCE CHARLESPRESIDENT408083
FITZPATRICK, ROBERTSECRETARY842159

Disclosures


Regulatory Event16
Arbitration15

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


MERIT CAPITAL ASSOCIATES, INC.

CRD#: 30576

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